SmartOffice
Birdeye
Transfer contacts, companies, activities, and more from SmartOffice to Birdeye. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Birdeye migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM for Advisors, Agents and BGAs for over 25 Years
SmartOffice by Zinnia (formerly Ebix) is a cloud-based CRM and agency management system for financial advisors, insurance agents, and brokerage agencies, offering contact management, investment tracking, and reporting.
Over 30 years of serving the financial advisory industry
Agentic marketing platform for multi-location brands
Birdeye is an AI-powered customer experience and reputation management platform that helps businesses with multiple locations manage reviews, listings, customer communication, and marketing automation. It integrates with CRM systems and provides actionable insights through AI analytics.
AI-powered reputation and sentiment analysis
"Agentic marketing platform for multi-location brands"
Birdeye is an AI-powered customer experience and reputation management platform that helps businesses with multiple locations manage reviews, listings, customer communication, and marketing automation. It integrates with CRM systems and provides actionable insights through AI analytics.
Ideal for: Multi-location businesses seeking comprehensive reputation management, AI-powered insights, and CRM integration capabilities.
AI-powered reputation and sentiment analysis
Unified inbox for all customer communications
Listings management and local SEO optimization
Review generation and response automation
Learn more at
birdeye.com
See exactly which data objects transfer from SmartOffice to Birdeye
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Birdeye.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
